401(k) Plans

19,317 topics in this forum

1. UK Income

   By MGOAdmin, November 25, 2019   

   • uk
   • forgein
   • (and 2 more)

     Tagged with:

     • uk
     • forgein
     • 401k
     • sep
   • 1 reply
   • 620 views
   • 
   • Luke Bailey
   • November 25, 2019

2. Controlled Group with 2 Separate 401(k) Plans - one employer leaves controlled group - distribution event for 401K?

   By youngbenefitslawyer, December 5, 2023
   • 1 reply
   • 620 views
   • 
   • EBECatty
   • December 5, 2023

3. Cycle 3 IDP plan restatement issues with Corbel/FIS plan documents for 401kpsp plans

   By VeryOldMan, January 12, 2022
   • 0 replies
   • 619 views
   • 
   • VeryOldMan
   • January 12, 2022

4. Family Attribution

   By Tom, May 2, 2018
   • 2 replies
   • 619 views
   • 
   • imchipbrown
   • May 2, 2018

5. State FMLA and Break In Service

   By goldtpa, March 22, 2017
   • 1 reply
   • 618 views
   • 
   • Peter Gulia
   • March 24, 2017

6. Question Re: One Employer, Two Plans

   By Stash026, May 21, 2020
   • 3 replies
   • 618 views
   • 
   • MWeddell
   • May 27, 2020

7. Make-up under Rev, Proc. 2015-28

   By Belgarath, September 21, 2016
   • 5 replies
   • 618 views
   • 
   • chc93
   • September 21, 2016

8. Form 5330 - Excise Tax Deductibility for Federal and CA Return

   By khidalgo, February 13, 2018
   • 0 replies
   • 617 views
   • 
   • khidalgo
   • February 13, 2018

9. Missed Deferral Opportunity - mid year correction or max out option

   By legort69, May 3, 2022
   • 3 replies
   • 617 views
   • 
   • C. B. Zeller
   • May 5, 2022

10. No more suspension for h'ship withdrawals--question

    By BG5150, August 28, 2019
    • 1 reply
    • 617 views
    • 
    • C. B. Zeller
    • August 28, 2019

11. Excess 404(a) - IRC 4972

    By pensionLifer, June 18, 2018
    • 2 replies
    • 617 views
    • 
    • Larry Starr
    • June 19, 2018

12. Loan then early withdrawal

    By Gmass, January 24, 2017
    • 1 reply
    • 617 views
    • 
    • 401king
    • January 24, 2017

13. SSA Transferred Participant Question

    By Vlad401k, July 2, 2021
    • 2 replies
    • 616 views
    • 
    • Lou S.
    • July 2, 2021

14. ADP fails, refunds, then doesnt fail. What about 5330?

    By BG5150, January 27, 2021
    • 1 reply
    • 616 views
    • 
    • C. B. Zeller
    • January 27, 2021

15. Catch Up Contributions When Compensation Is Low

    By mming, March 2, 2017
    • 4 replies
    • 616 views
    • 
    • CuseFan
    • March 3, 2017

16. SECURE 2.0: Automatic Enrollment Exception and Employee Count

    By L. S., March 23, 2023
    • 1 reply
    • 615 views
    • 
    • Peter Gulia
    • March 23, 2023

17. Safe Harbor and ADP testing

    By ejohnke, December 5, 2022
    • 1 reply
    • 615 views
    • 
    • Bri
    • December 5, 2022

18. Hardship withdrawals

    By thepensionmaven, April 10, 2018   

    • hardship
    • 3 replies
    • 615 views
    • 
    • duckthing
    • April 10, 2018

19. Combination 401k refund & qnec

    By Becky Schwing, May 1, 2020
    • 1 reply
    • 615 views
    • 
    • Mr Bagwell
    • May 1, 2020

20. Do you have to tell partic if discretionary match is made?

    By BG5150, January 19, 2018
    • 1 reply
    • 615 views
    • 
    • Madison71
    • January 19, 2018

21. 401k Safe Harbor & ADP Test

    By Dazednconfused, April 30, 2018
    • 1 reply
    • 615 views
    • 
    • ETA Consulting LLC
    • May 1, 2018

22. SH match not deposited for 2020

    By M Norton, July 5, 2022
    • 2 replies
    • 614 views
    • 
    • Barry Levy
    • July 6, 2022

23. Rate of Match Test fails

    By Earl, November 10, 2015
    • 1 reply
    • 614 views
    • 
    • Tom Poje
    • November 10, 2015

24. 1099 IC Employee for Part of 2023-

    By ratherbereading, February 22, 2024
    • 1 reply
    • 614 views
    • 
    • Lou S.
    • February 22, 2024

25. Reporting early w/d in 1040

    By Deb, June 2, 2018   

    • 401k
    • early withdrawal
    • (and 1 more)

      Tagged with:

      • 401k
      • early withdrawal
      • tax return
    • 3 replies
    • 614 views
    • 
    • Deb
    • June 7, 2018

26. QACA default rate escalate to 6% or 10%

    By gregburst, November 4, 2024
    • 2 replies
    • 614 views
    • 
    • RatherBeGolfing
    • November 4, 2024

27. Required Minimum Distribution Roth Money

    By Deaconmomma, May 16, 2016
    • 3 replies
    • 614 views
    • 
    • Tom Poje
    • May 16, 2016

28. Converting Plan with Self-Directed Brokerage

    By khn, January 21, 2021
    • 1 reply
    • 613 views
    • 
    • C. B. Zeller
    • January 21, 2021

29. Flexible Discretionary Match Formula

    By Transplant, April 1, 2025
    • 1 reply
    • 613 views
    • 
    • Paul I
    • April 1, 2025

30. Hardship Withdrawals

    By KevinMc, April 2, 2024
    • 1 reply
    • 613 views
    • 
    • C. B. Zeller
    • April 2, 2024

31. Partnerships- Limitations Years

    By coleboy, March 22, 2016
    • 3 replies
    • 612 views
    • 
    • My 2 cents
    • March 22, 2016

32. Safe Harbor Plan and ACA

    By Vlad401k, July 15, 2024
    • 1 reply
    • 612 views
    • 
    • Gilmore
    • July 17, 2024

33. Should have been a multiple employer plan

    By gc@chimentowebb.com, February 21, 2023
    • 1 reply
    • 612 views
    • 
    • Paul I
    • February 28, 2023

34. Cross tested 3% safe harbor plan with last day rule

    By alwaysaquestion, May 21, 2024
    • 1 reply
    • 612 views
    • 
    • CuseFan
    • May 21, 2024

35. Enhanced to Basic Match - Mid Year

    By TN CPA, April 15, 2020
    • 2 replies
    • 611 views
    • 
    • Lou S.
    • April 15, 2020

36. Mid Year Changes

    By 401kyeah, May 29, 2016
    • 1 reply
    • 611 views
    • 
    • Tom Poje
    • May 31, 2016

37. Terminating a Cycle 3 Plan 2021

    By Benefits Vet, February 5, 2021
    • 1 reply
    • 611 views
    • 
    • Bill Presson
    • February 5, 2021

38. SECURE 2.0: 401k plans that don't have Roth in them

    By AlbanyConsultant, February 1, 2023
    • 2 replies
    • 610 views
    • 
    • RatherBeGolfing
    • February 1, 2023

39. Wrong Correction Method for Excess 401(k) Deferral in 2020

    By EPCRSGuru, April 5, 2021
    • 5 replies
    • 610 views
    • 
    • CuseFan
    • April 6, 2021

40. Clawbacks and 401(k) Plans

    By 401kology, March 16, 2023   

    • clawback
    • 401k
    • 0 replies
    • 609 views
    • 
    • 401kology
    • March 16, 2023

41. MEP to SEP

    By justatester, September 14, 2020
    • 2 replies
    • 609 views
    • 
    • justatester
    • October 9, 2020

42. Canadian Company Becoming Parent and Sponsor

    By Plan Doc, January 15, 2023
    • 2 replies
    • 609 views
    • 
    • Plan Doc
    • January 17, 2023

43. 5 Year Rule or 10 Year Rule - Maximum Period Within Tax Qualified Plan - Non-Spouse Beneficiaries

    By BenefitJack, June 30, 2021
    • 2 replies
    • 609 views
    • 
    • BenefitJack
    • July 1, 2021

44. What year 5330?

    By BG5150, November 2, 2020
    • 3 replies
    • 609 views
    • 
    • Luke Bailey
    • November 4, 2020

45. FT William Loan Procedures / QDRO Procedures

    By austin3515, December 5, 2024
    • 6 replies
    • 608 views
    • 
    • QDROphile
    • December 5, 2024

46. failure to implement deferral election SH nonelective plan

    By dyepsen, March 20, 2018
    • 1 reply
    • 608 views
    • 
    • Madison71
    • March 21, 2018

47. Tax Credit for new plan for SECURE Act

    By mjf06241972, January 8, 2020
    • 2 replies
    • 608 views
    • 
    • mjf06241972
    • January 13, 2020

48. Safe Harbor Document Drafting Question

    By Phlyers, April 12, 2017
    • 3 replies
    • 608 views
    • 
    • Kevin C
    • April 12, 2017

49. Coverage Testing Multiple Plans When Employees Transfer

    By PensionPro, July 8, 2019
    • 1 reply
    • 608 views
    • 
    • CuseFan
    • July 9, 2019

50. In-Law Attribution

    By EBECatty, August 29, 2022
    • 3 replies
    • 608 views
    • 
    • EBECatty
    • August 31, 2022